TheStreet's Jim Cramer says investors don't understand that it's not about what FedEx says, it's about what they will do. The company raised guidance, did not include Cyber Monday in their earnings report, and will be a strong story in 2014. Jim Cramer likes FedEx, but he loves UPS even more. General Mills had a challenged quarter but the stock did not go down because the company has a good yield and is very well-managed. Sales are challenged because General Mills' products are not natural or organic and are overpriced. Instead, Jim Cramer prefers Whole Foods Market.

At the time of publication, Cramer was long ___.

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